Brian Weingart is a registered investment advisor at LPL Financial LLC, based in Cranford, NJ, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6 N. Union Avenue, Suite 1, Cranford, NJ, 07016
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Regulatory History (1)
Criminal
February 2002Other Business Activities
Brian is involved with KeyBridge Financial, selling securities and offering investment advice, dedicating about 10-20% of his time. He also coaches high school and youth baseball, spending about a quarter of his time on each activity during the baseball season.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.